Planning
is for Life.
We can help you create and navigate dynamic financial and tax strategies for today, tomorrow and generations to come.
Pantheon Core Values
Integrated Strategies
Our firm provides a complete package that allows our clients to feel comfortable and in control of all financial aspects of their personal and professional lives
Proactive
Constantly updating our knowledge of the tax code and newly instituted laws, using that expertise to review each client's ever changing financial life.
Through
We analyze details in depth and work hard to use forward thinking analysis to give proper recommendations.
Responsive and Accountable
We do our best to follow through with each client and will help guide you when complicated decisions need to be made.
Who We Serve
What Our Clients Have to Say
“We interviewed a few advisors before making our decision to work with Sheri. We were looking for someone we could trust and who aligned with our values. We felt comfortable with the relationship we could see ourselves developing with Sheri.”
“Sheri is not limited to investment management like our previous advisor. She is comprehensive, competent, and confident.”
Working with a Financial Professional
Working with a financial professional can be one of the most important decisions you make. Check out this helpful guide to learn exactly why this may be your next best move.